Foundation College: Advanced Microsoft Excel Queries

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Key Takeaways Include:
Microsoft Excel Tables

• Use and structure
• Exporting data from FOUNDATION and creating usable table-based data
• Advanced table functions

Data Queries

• Using Excel to tap into the FOUNDATION database to create custom reports and lists
• “Top 20 tables” – learn where the most used FOUNDATION data is stored
• Linking of tables to pull data from multiple areas within FOUNDATION
• Setting parameters on tables to limit data returned on a report
• Intermediate Excel functions including VLOOKUP’s and SUMIF’s will be used extensively in this class

Pivot Tables

• Use and functionality of pivot table reports
• Consolidating data from large data sets
• Grouping data points
• Expanding reports to show and/or hide detail
• Creating formulas within a pivot table
• Using the Data Model to count distinct records within a data set
• Slicers and timelines

Who Should Attend: CPAs, Controllers and Financial & Job Cost Analysts
Level: Intermediate/Advanced
Pre-Requisites & Advanced Preparation:
Intermediate/Advanced working knowledge of FOUNDATION and system flow is needed as we will be looking at data sets from the entire system
Intermediate/Advanced Microsoft Excel skills (including use of VLOOKUP’s and SUMIF’s functions to draw data from multiple sources into a single spreadsheet)
CPE Credits Available: Attendees have the opportunity to earn 28.8 CPE credits by participating in this training. Foundation Software is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors.